We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

3,051 hedge funds and large institutions have $104B invested in Invesco QQQ Trust in 2024 Q3 according to their latest regulatory filings, with 229 funds opening new positions, 1,292 increasing their positions, 1,104 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 101

17% more repeat investments, than reductions

Existing positions increased: 1,292 | Existing positions reduced: 1,104

3% more funds holding

Funds holding: 2,9643,051 (+87)

2.53% more ownership

Funds ownership: 38.41%40.94% (+2.5%)

3% less capital invested

Capital invested by funds: $107B → $104B (-$3.33B)

4% less funds holding in top 10

Funds holding in top 10: 664640 (-24)

49% less call options, than puts

Call options by funds: $115B | Put options by funds: $225B

Holders
3,051
Holders Change
+87
Holders Change %
+2.94%
% of All Funds
43.8%
Holding in Top 10
640
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-3.61%
% of All Funds
9.19%
New
229
Increased
1,292
Reduced
1,104
Closed
101
Calls
$115B
Puts
$225B
Net Calls
-$110B
Net Calls Change
-$24.4B
Name Holding Trade Value Shares
Change
Change in
Stake
LFP
1276
Lakeshore Financial Planning
Michigan
$3.49M +$341K +721 +11%
GAM
1277
Gotham Asset Management
New York
$3.49M +$265K +560 +8%
AWM
1278
Ameliora Wealth Management
Switzerland
$3.48M -$71K -150 -2%
GP
1279
Geneva Partners
Wisconsin
$3.48M +$14.2K +30 +0.4%
BWA
1280
Bordeaux Wealth Advisors
California
$3.48M -$1.64M -3,461 -33%
NIP
1281
Nicholas Investment Partners
California
$3.48M +$3.37M +7,123 New
SFB
1282
STAR Financial Bank
Indiana
$3.47M +$3.37M +7,115 New
WIC
1283
Woodmont Investment Counsel
Tennessee
$3.46M -$10.4K -22 -0.3%
WAM
1284
WFA Asset Management
Wisconsin
$3.46M +$254K +537 +8%
GSB
1285
Greenfield Savings Bank
Massachusetts
$3.46M +$147K +311 +5%
SAF
1286
Smith Anglin Financial
Texas
$3.45M +$105K +221 +3%
MA
1287
Montag & Associates
Georgia
$3.45M +$355K +750 +12%
KTA
1288
Keeley-Teton Advisors
Illinois
$3.45M +$51.6K +109 +2%
GF
1289
GGM Financials
Ohio
$3.44M -$54.9K -116 -2%
GA
1290
GSG Advisors
New Jersey
$3.44M -$473 -1 -0%
FA
1291
Faithward Advisors
Pennsylvania
$3.44M +$45K +95 +1%
SIA
1292
Schear Investment Advisers
Ohio
$3.44M +$232K +490 +7%
YLHM
1293
Yelin Lapidot Holdings Management
Israel
$3.42M -$788K -1,665 -19%
FNT
1294
First National Trust
Pennsylvania
$3.42M +$40.7K +86 +1%
RCM
1295
Raleigh Capital Management
North Carolina
$3.42M -$389K -822 -11%
BBPWM
1296
Blue Bell Private Wealth Management
Pennsylvania
$3.4M +$62K +131 +2%
SC
1297
SouthState Corp
Florida
$3.4M +$106K +223 +3%
SW
1298
Simplicity Wealth
New Jersey
$3.4M -$35.3M -74,634 -91%
YIA
1299
YHB Investment Advisors
Connecticut
$3.4M +$28.9K +61 +0.9%
NI
1300
Noked Israel
Israel
$3.39M

QQQ Hedge Fund Activity: Q3 2024 in Review

3,051 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q3 2024, worth a combined $104B — down 3.1% from $107B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new QQQ positions and 101 closed out — a net gain of 128 holders — while 1,292 added to existing stakes and 1,104 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $15.4B. The largest seller was Royal Bank of Canada, cutting an estimated $1.55B.

  • 3,051 institutional investors held Invesco QQQ Trust (QQQ) as of Q3 2024, up from 2,964 in Q2 2024.
  • Funds reported $104B of Invesco QQQ Trust stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 229 funds opened new Invesco QQQ Trust positions in Q3 2024 and 101 closed out, a net change of +128 holders.
  • The largest Invesco QQQ Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $15.4B added.
  • The largest Invesco QQQ Trust seller in Q3 2024 was Royal Bank of Canada, an estimated $1.55B sold.

Based on aggregated 13F filings for Q3 2024.